Start the Year Right – Payroll Tips for Physician Practices
Christine Porras, CPP | 15 min
Smart Medical Practice Toolkit
Our team of credentialed healthcare advisors is dedicated to helping your practice thrive.
Empowering Your Medical Practice with Go-to Resources
Yeo & Yeo brings together the strength of our CPAs and our Medical Billing & Consulting professionals to deliver practical, real‑world guidance. Built around the challenges physicians and practice managers face every day, the Smart Medical Practice Toolkit offers concise webinars, downloadable tools, and actionable insights to help your practice stay compliant, operate efficiently, and improve financial performance.
Each resource draws on decades of experience in the healthcare industry to provide actionable insights you can apply right away. Our team of credentialed healthcare advisors is dedicated to helping your practice thrive.
Webinar: HR Best Practices Every Medical Practice Needs
Presented by Amy Cell, YYHR President | 12 min
From employee concerns and inconsistent decisions to missing documentation or unclear policies, small HR gaps can quickly turn into time-consuming problems for busy medical practices.
Keep Learning—Explore More Webinars
Understanding Financial Statements and What They Reveal About Practice Performance
Carrie Lapka, CPA, CPPM | 15 min
Understanding Financial Statements and What They Reveal About Practice Performance
Gain confidence reading and interpreting your medical practice’s key financial statements. In this webinar, we break down the balance sheet, income statement, and cash flow statement, explain what they reveal about the financial health of your practice, and share the most important metrics and ratios to monitor. Perfect for practice leaders who want better financial insight to guide budgeting, planning, and decision-making.
Onboarding Employees in Michigan
Christine Porras, CPP | 10 min
Onboarding Employees in Michigan
Learn the essentials of payroll onboarding for new employees in Michigan. In this webinar, we cover the required federal and state forms, documentation rules, new hire reporting, and compliance with Michigan’s Earned Sick Time Act. This webinar is perfect for practices that want to streamline onboarding, reduce errors, and stay compliant from day one.
Valuing a Medical Practice
Zaher Basha, CPA, CM&AA | 15 min
Valuing a Medical Practice
Explore the when, why, and how of valuing your medical practice—insights that are essential whether you’re planning for growth, succession, or simply want to understand your practice better.
Building Financial Forecasts
Carrie Lapka, CPA, CPPM | 15 min
Building Financial Forecasts
Learn the essentials of creating a reliable, strategic financial forecast for your medical practice. In this episode, we walk through four key steps: creating a budget narrative, building a revenue model, projecting operating expenses, and setting financial goals. Perfect for practices preparing for growth, navigating uncertainty, or simply aiming for better financial visibility.
“Incident To” Billing — Maximize Reimbursement, Minimize Risk
Denise Garrett, Billing Manager | Yeo & Yeo Medical Billing & Consulting | 14 min
“Incident To” Billing — Maximize Reimbursement, Minimize Risk
Learn the essentials of compliant “incident to” billing and how it impacts your practice’s reimbursements. In this episode, we break down who qualifies, the supervision and documentation requirements, and the risks of improper billing. Perfect for practices looking to maximize revenue while minimizing audit risk and compliance issues.
Smart Medical Practice Resources
Webinar: Understanding the Impact of the One Big Beautiful Bill
The One Big Beautiful Bill Act (OBBBA) is now law, ushering in sweeping tax changes. Join David Jewell, CPA, Principal and Tax & Consulting Service Line Leader at Yeo & Yeo, for a webinar covering key provisions of the OBBBA, what’s changing, and how to prepare.
Webinar: Understanding the Impact of the One Big Beautiful Bill
The One Big Beautiful Bill Act (OBBBA) is now law, ushering in sweeping tax changes. Join David Jewell, CPA, Principal and Tax & Consulting Service Line Leader at Yeo & Yeo, for a webinar covering key provisions of the OBBBA, what’s changing, and how to prepare.
Discover Your HR Strengths & Gaps with the HR Gap Assessment
Yeo & Yeo HR Advisory Solutions is committed to helping Michigan businesses thrive by empowering leaders to build strong, compliant, and resilient workplaces. Our complimentary HR Gap Assessment provides a comprehensive snapshot of your organization’s HR health—identifying strengths, uncovering gaps, and guiding you toward actionable solutions.
Discover Your HR Strengths & Gaps with the HR Gap Assessment
Yeo & Yeo HR Advisory Solutions is committed to helping Michigan businesses thrive by empowering leaders to build strong, compliant, and resilient workplaces. Our complimentary HR Gap Assessment provides a comprehensive snapshot of your organization’s HR health—identifying strengths, uncovering gaps, and guiding you toward actionable solutions.
eBook: The Modern Medical Practice
This eBook explores revenue cycle optimization, streamlined operations, smart tech, and outsourcing to help physicians and administrators improve efficiency and profitability.
eBook: The Modern Medical Practice
Today’s medical practices face increasing financial and operational challenges. This eBook offers practical strategies to strengthen your practice. Learn how to reduce inefficiencies, boost profitability, and enhance patient care.
Checklist: Starting a Physician Practice
As you start a new medical practice, use this checklist to help you stay organized and focused. By following these steps, you’ll be well-equipped to set your practice on a path to thrive.
Checklist: Starting a Physician Practice
Launching a medical practice involves countless moving parts. This checklist guides you through essential steps from legal setup and credentialing to staffing and billing, so you don’t miss a beat. Stay organized and confident as you build a strong foundation for your new practice.
Are Outsourced Accounting and Small Business Services Right for You?
These days, accounting and finance professionals are in high demand, and that reality has made it increasingly difficult for small and midsize businesses to attract and retain qualified professionals. More and more, small and midsize businesses are turning to outsourced accounting and small business services providers to fill this need.
Are Outsourced Accounting and Small Business Services Right for You?
Evaluate if outsourced services are right for your business.
These days, accounting and finance professionals are in high demand, and that reality has made it increasingly difficult for small and midsize businesses to attract and retain qualified professionals.
More and more, small and midsize businesses are turning to outsourced accounting and small business services providers to fill this need.
Checklist: Closing a Physician Practice
Our Closing a Practice Checklist includes a list of preparations, notifications, and tasks that should be completed from 90 days out to the final day of closure.
Checklist: Closing a Physician Practice
Closing a practice is a complex process with serious regulatory and financial considerations. This checklist walks you through key actions to take before, during, and after closure, including proper notifications, record retention, and final reporting. Use it to ensure a smooth, compliant transition.
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What Our Clients Are Saying
Working with Yeo & Yeo Medical Billing & Consulting has been a very positive experience for me as a therapist, small business owner, and husband/father. Not having to worry about the feast/famine cycle of relying on insurance companies to eventually send me my reimbursement has been such a relief. This allows me to be more present in the moment with my clients and my family, not worrying about money. There is a sense of security and support because you have a team of people available who have expertise in multiple areas, and I have found that billing is more complicated now than ever before. I highly recommend them for their work ethic too. They follow through on tasks and are very personable. I always find them to be a source of new information, and they educate me often about changes I had no idea about.
Michael Owner
Healthcare
The benefit of working with Yeo & Yeo Medical Billing & Consulting is being able to rely on a highly trained and professional team that can work effectively with providers and administrators to develop a road map for improved revenue recognition. They know how to find the immediate opportunities that make an impact.
Josh Health Administrator
Healthcare
Yeo & Yeo has provided medical billing services for our group for almost a dozen years. During that time, we have grown by more than 50 percent. Yeo & Yeo helped us accomplish that with their seamless processes that enabled us to generate a steady income for our physicians. There have been many changes during that time. Regardless if it was switching from paper to electronic billing, or reporting measures for PQRS, Yeo & Yeo managed each step efficiently. Their system of checks and balances assures us that our billings are submitted in a thorough and timely manner. Additionally, Kati and the others have always been readily available to answer questions and generate additional reports as the need arose. Thank you, Yeo & Yeo, for 12 years of outstanding service!
Dawnell M.D.
Healthcare
From day one, the Yeo & Yeo team demonstrated an exceptional level of professionalism, expertise, and genuine commitment to helping us rebuild. Yeo & Yeo worked closely with our team from the ground up—developing sound financial policies, implementing effective processes, and guiding us through the steps necessary to return to a positive financial position.
Barbara CEO
Healthcare
Initially, I was hesitant about working with a consulting firm based on past experiences with the “arm’s-length” style of engagement. However, the Yeo & Yeo team were the complete opposite—engaged, supportive, and fully invested in our success. They provided not only expert financial guidance but also invaluable moral support along the way. Yeo & Yeo has exceeded every expectation. Their combination of experience, insight, and genuine care is rare and deeply appreciated.
Barbara CEO
Healthcare
